This evolution is underway at Thomson Reuters, and it’s redefining what professional-grade AI can — and will — do for professionals. “Agentic AI isn’t a advertising and marketing buzzword. It’s a brand new blueprint for a way complicated work will get performed,” stated David Wong, Chief Product Officer at Thomson Reuters. “We’re delivering methods that don’t simply help however function contained in the workflows professionals use every single day. The AI understands the objective, breaks it into steps, takes motion, and is aware of when to escalate for human enter — all with human oversight inbuilt to make sure accountability and belief.”
The Thomson Reuters agentic platform has been in improvement for over a yr, accelerated by its acquisition of Materia, the AI copilot startup specializing in agentic methods for tax and accounting. Its basis is already reside throughout merchandise being utilized by a few of the largest accounting corporations in the USA. These new methods are being embedded into authorized, tax, threat, and compliance platforms — all tailor-made to high-stakes environments the place accuracy and belief are non-negotiable. What units the Thomson Reuters method aside is the deeply embedded nature of our brokers.
Reasonably than construct standalone agentic instruments, Thomson Reuters is re-architecting core product experiences. This method includes drawing from essentially the most important options and content material throughout platforms similar to Checkpoint, Westlaw, and Sensible Regulation, exposing their market-leading capabilities as instruments for our brokers to make use of — enabling them to behave and cause inside already accepted trade finest practices — and supercharging them with generative AI.
“We’re not simply rebranding AI assistants. We’re engineering full agentic methods — backed by trusted content material, custom-trained fashions, and actual area experience,” Wong stated. “What others are calling agentic, we’ve already had out there. What we’re launching now units a brand new bar: that is what AI appears to be like like when it’s constructed with actual content material, skilled with actual consultants, and trusted by the professionals who do actual work.”
The primary of those new agentic experiences is now reside: CoCounsel for tax, audit and accounting professionals, a vertical-specific AI agent designed for contemporary tax and accounting professionals. CoCounsel automates actual work — from shopper file evaluation to memo drafting and compliance checks — whereas offering explainable outputs. It connects agency data, Checkpoint, IRS code, and inner paperwork right into a single AI-guided workspace.
“This isn’t GenAI in a prettier wrapper — it’s a completely built-in, clever system constructed to do the work,” stated Kevin Merlini, Vice President of Product at Thomson Reuters and former CEO of Materia. “Now CoCounsel doesn’t simply help — it acts with context, navigates complexity, and integrates straight into how professionals already function. It’s purpose-built for high-stakes work — and it’s solely the start.”
That perspective is shared by OpenAI, whose fashions energy parts of CoCounsel, which sees this launch as a real-world instance of what agentic AI can and ought to be.
“As extra platforms launch agentic capabilities, OpenAI is thrilled to energy use instances like those Thomson Reuters is bringing to its huge ecosystem {of professional} customers,” stated Olivier Godement, Head of Product, Platform at OpenAI.
Early clients are already seeing main advantages. “Earlier than CoCounsel, we had been manually evaluating residency and submitting codes throughout 36 states. Every jurisdiction used to take us half every week to totally evaluation—now it takes beneath an hour” stated Wealthy Marlatt, Chief Data Officer at BLISS 1041. “We constructed our personal templates in CoCounsel for 1041 returns throughout 50 states and now as a result of agentic analysis and reusable templates, we will feed client-specific elements and immediately perceive how every state handles them.”
The launch of CoCounsel for tax, audit and accounting professionals marks a serious step ahead — but it surely’s simply the beginning.
Launching Subsequent: Able to Evaluate — an agentic tax prep software that’s redefining what professional-grade AI can do. Constructed on the GoSystem Tax Engine, it doesn’t simply help with returns — it drafts them, adapts to system suggestions, and resolves diagnostics by itself.
The rollout of agentic methods continues this yr with expanded capabilities throughout authorized, threat and commerce, and compliance domains — together with clever workflows for clever drafting, employment coverage era, deposition evaluation, and compliance threat assessments. Many of those experiences exist already inside CoCounsel, Westlaw, and Sensible Regulation, however are actually being upgraded with full agentic orchestration, the place brokers not solely generate output however plan, execute, and adapt throughout instruments in actual time. These methods are:
- Constructed for goal-based execution throughout multi-step authorized and compliance duties
- Designed with task-specific software orchestration to interact each Thomson Reuters and third-party platforms
- Ruled by human-in-the-loop oversight for security, accuracy, and accountability
- Powered by clear reasoning and traceable sourcing
- Refined with {custom} LLMs skilled by in-house authorized, tax, and compliance consultants
Thomson Reuters isn’t simply increasing capabilities — we’re redefining what GenAI can do within the arms of pros.
The Thomson Reuters method is rooted in unmatched belongings and infrastructure:
- 20B+ paperwork, 15+ petabytes of knowledge, and 500+ trusted content material belongings
- 4,500 material consultants and 180+ AI engineers working side-by-side
- World attain throughout 500,000+ clients — together with 100% of Fortune 100 and everything of the US federal courtroom system
- Deep integrations together with OpenAI, Anthropic, AWS, and Google
- An enterprise-grade platform with ISO 42001 certification and safe, zero-retention structure
The debut of its agentic intelligence is the most recent milestone in Thomson Reuters ongoing evolution into a worldwide know-how powerhouse.
“That is greater than a product launch — it’s a transparent sign of the place the trade is heading, and who’s main it,” stated Wong. “As we proceed to re-architect the workflows professionals depend on every single day, one factor is obvious: the way forward for work is already right here — and it’s being constructed inside Thomson Reuters.”
